Non-Custody Solutions

Think beyond custody. Fiduciaries and advisors can manage sensitive data and digital assets without the complications or risk of custody. Let us show you how.

Access Management

Control and transfer access to sensitive data and digital assets. Without custody to the underlying assets, advisors can satisfy their legal, regulatory, ethical, and fiduciary obligations.

Advisory Solutions

The legal and regulatory landscape for data and digital assets continues to evolve. We provide risk-adjusted strategies for client planning and compliance, and can serve as a private special trustee for non-custody managed solutions.